Course Objective

Do you need to learn NetSuite Customer Relationship Management (CRM) processes and tasks? Will short tutorials help you be more effective on the job?

Using Customer Relationship Management (CRM) includes 27 video tutorials, with an average duration of 7 minutes each, illustrating how to complete a specific CRM task in NetSuite. You can select which tutorials to watch for just-in-time training or you can complete all the tutorials for a comprehensive training experience.

Expert NetSuite instructors walk you through each CRM process step-by-step. Along the way, recommended tips, best practices and key points are shared to make sure you use NetSuite most effectively. Downloadable Quick Reference Guides are also included with most tutorials, so you have step-by-step instructions for later reference.

Once you are enrolled in the course, you will have access for 90 days, giving you time to complete the training as you need it.

This course is right for you if you…

Are responsible for performing CRM tasks, such as setting up sales preferences, managing contacts and activities, working with leads, prospects and customers, managing sales transactions, and more.